ACT! 2009 Retail Box

The #1 selling contact and customer manager for over 20 years, ACT! by Sage 2009 (11.0) helps individuals and small business owners work more effectively. Easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business. Since ACT! is easy to learn and use, you get up and running quickly. Customize ACT! to fit your business requirements and integrate it with everyday solutions such as Microsoft® Office. With more than 2.8 million individual users, ACT! continues to help customers like you provide superior service. 

ACT! by Sage 2009 (11) is a feature rich, robust contact and customer manager ideal for individuals and small business customers of up to 10 networked users¹ in a variety of industries looking to organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.

ACT! by Sage 2009 (11) is for individuals and small business customers in a variety of industries looking to organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.

ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity. With over 2.7 million users and 41,000 corporate customers, ACT! has maintained its position as #1 for 20 years because it’s renowned for being easy to learn and use, and is an effective solution for anyone who regularly works with contacts.

Why Should You Choose ACT!?

• Keep important contact details in one place with ACT! so you have quick access to the information you need.
• Be up and running quickly because ACT! is easy to learn and use.
• Manage your daily responsibilities so important calls, meetings, and to-dos don’t slip through the cracks - and ultimately improve your productivity!
• Integrate ACT! with everyday applications, including Office, so you can work the way you’re accustomed.
• Use ACT! out-of-the box or highly customized to fit the needs of your business..

ACT! can be used out-of-the-box or customized to suit your needs, and also integrates with everyday tools like Microsoft Outlook, Word, and Excel. With ACT! you’ll have critical contact details at your fingertips so you can focus on what’s most important to your business – building strong customer relationships.


1. You must purchase one license of ACT! per user.

New Features

Here are some of the exciting new features in ACT! 2009:

• New interactive Dashboard with comprehensive, graphical representations of key information.

• Usability enhancements to common features for improved efficiency

• Improvements to sales opportunity tracking for greater visibility

Product Highlights

Key Benefits:

• Centralized Customer Information
• Track complete relationship details in Note and History tabs
• Group all relevant contacts based on actionable criteria
• Calendar and Task List
• Track Opportunities from initial inquiry through close
• Utilize 40 standard reports or create your own
• Customize and add fields unique to your business
• Multi-user Option
• Mobility
• Integration

ACT! 2009 Works With:

• Microsoft Outlook 2002/2003/2007
• Microsoft Outlook Express 5.5/6.0
• Lotus Notes 6.5.  If installed on Windows Vista, requires Lotus Notes 7.02
• Eudora 5.2
• Internet Mail SMTP/POP3
• Microsoft Office 2002/2003/2007
• Microsoft Internet Explorer 6.0/7.0
• Adobe Reader 6.0/7.0/8.0
• Peachtree Accounting 2006/2007/2009 (with additional Accounting Link product)
• QuickBooks Pro/Premier 2006/2007 (with additional Accounting Link product)
• VMware Workstation 5.0/5.5 and VMware Server 1.0.1

Ideal Solution for:

• Business owners
• Consultants
• Sales professionals
• Real estate agents
• Bankers, financial planners and stock brokers
• Public relations and advertising professionals
• Recruiters
• Seminar and training professionals
• Manufacturers' representatives
• Alumni relations professionals
• Fundraisers
• Workgroups or teams
• Anyone who values associates and friends

Product Features

Keep contact details in one place
For quick access to the information you need, centralize your important contact details.

Group related contacts
For easier management and communication (such as sending e-mail messages to your customers or prospects), track groups of related contacts.

Find information quickly and easily
To find key contact details in an instant (when that important call comes in!), use advanced Look-ups and Keyword Searches.

Manage daily responsibilities
Don't let important activities slip through the cracks.  Manage all your daily responsibilities by scheduling and tracking activities within ACT!.

Communicate more effectively
Know what you've already communicated and when you need to get back in touch by creating and tracking all contact communications.

Improve sales opportunity tracking
For better insight into your pipeline, forecast and track sales opportunities using the ACT! sales process of a custom process.

Gain insight into your business
Know how your business is performing by choosing from more than 40 reports, including 20 that are focused on sales opportunities.

Access information on the go
Stay productive and informed no matter where you are by accessing information from mobile devices including Palm OS, Pocket PC, and more.



Windows Requirements

Important Note: In a shared environment, ACT! by Sage 2009 (10) is designed to work with up to 10 users.  All minimum system requirements are based on a single user environment. Customer registration and activation are required in order to use this software. Your system must meet the minimum system requirements. Technical support is not available for users who do not meet the minimum system requirements.

• Windows XP Home (Service Pack 2), XP Professional (Service Pack 2), Windows XP Media Center (Service Pack 2), Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise.
• Minimum 600 MHz Pentium III (or equivalent) processor
• Minimum 512 MB of RAM
• Minimum on Windows Vista and Recommended on XP: 1.8 GHz Pentium IV (or equivalent) processor
• Minimum on Windows Vista and Recommended on XP: 1 GB RAM
• Minimum 1 GB of available hard disk space
• CD-ROM drive
• SVGA (800x600) or higher resolution monitor

Palm OS Minimum Device Requirements:

• Palm OS 3.5-5.4

• Minimum 33 MHz or higher processor

• Minimum 8 MB or higher memory

• Minimum 500K free memory plus 1K for each contact

• HotSync Manager 3.5 and 4.1.0

Pocket PC Minimum Device Requirements:

• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0)

• Windows Mobile 2003 (Windows CE 4.0 and 4.20.0)

• Windows Mobile 2005/5.0 Minimum 133 MHz or higher processor

• Minimum 16 MB or higher memory

• Minimum 500K free memory plus 1K for each contact

• Microsoft ActiveSync versions 3.5 – 4.5 (XP operating systems only)

• Windows Mobile Device Center (Windows Vista operating systems only)